Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Big Insurance Losses Worldwide, as More Than 2 Million Homes Are Affected
By Marlene Y. SatterAccording to the "Monthly Recap Report" from Aon subsidiary Aon Benfield, the month of August was a tough one throughout the world, as fires, heat waves, flooding, monsoons, and storms took their toll.
September 01, 2010
Wells Fargo Moves to Fix Wachovia Tax-Withholding IssueThe bank began letting legacy Wachovia advisors set their own tax-withholding level on commissions in August, after automatically withholding 25% for the past seven months.
September 01, 2010
Bankrupting the StateAll imperial expansions in history were driven by some form of ideology. An ideology mobilizes and focuses national energies, but it can also be extremely...
September 01, 2010
Four Smart Moves to Boost Your Business Right NowIt's no secret that big opportunities often present themselves in periods of great uncertainty. But when times are challenging, as they are today, it can...
August 30, 2010
Discover Small Business Index: July Confidence Saw Biggest Drop in 8 MonthsSmall business owners' confidence in the economy soured significantly from July to August in the largest one-month decline since November 2009, according to the Discover Small Business Watch released Monday, August 30.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 27, 2010
Eight Questions to Ask About Roth IRA Conversions: ADVICE ColumnIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 25, 2010
Apple's iPad Wins Favor With Advisors, Says FiServ-AdviceAmerica 'Tech Geek'Companies such as Fiserv, Pershing, Thomson Reuters, and Morningstar all offer advisors entry into the digital world of database management. The latest in popular gadgetry? Apple's iPad.